*This page was machine-translated from Japanese and may contain inaccuracies.
How to Start Searching
Open the search screen from “Search” in each Global-Menu.
Search Criteria Header
❶ Search Mode: Switches between "Custom Search" and "Regular Search."
The first time you access the screen (or if there is no saved information), it opens in "Regular Search" mode.
From the second time onward, it opens in whichever mode (Regular Search / Custom Search) you last used.
- The last search mode you used is saved per browser.
- If the cache is cleared, this saved information is lost, so the screen will open in "Regular Search" mode.
❷ × button: Closes the search screen. Any search conditions you have entered are not deleted.
❸ Search: Runs the search. Running it without entering any conditions will display all records.
❹ Clear all conditions: Clears all entered search conditions.
❺ Save Search Condition: Saves the search condition.
❻ Show filled only: When turned on, only the fields with an entered search condition are shown on the search screen.
Regular Search
Basic search items (Keyword, Pin, etc.) and all fields configured as “Use for search” in Advanced Settings on the Custom Search screen are displayed.
❶ Clear conditions: Clears entered conditions by group such as “Basic Information”.
❷ ^ (Collapse): Collapses groups such as “Basic Information”.
Custom Search
Custom Search allows you to display only the fields you need from a large number of available search fields.
By default, only “Basic search items” (Keyword, Pin, etc.) are displayed.
Each user can add or remove search fields as needed.
“+ Edit search condition items”
Clicking this opens the "Add/Remove Search Conditions" window, which shows groups and fields.
□ Group
└ □ Field A └ □ Field B ・・・
Check a field and click "Apply" to display it on the Custom Search screen.
Uncheck it to remove it from the Custom Search screen.
Once you add or remove fields on the Custom Search screen and run a search,
your customized search fields are saved and will still appear the next time you open the search screen (this applies to the fields only; any entered search conditions will be cleared).
Your search fields will not be reset when logging in from another device or clearing your cache.
How to Specify Search Conditions
Multiple conditions entered across different fields function as AND conditions.
In the example below: “Industry Category is Construction AND Job Category is Sales”.
IDs can be specified using space-separated values.
You can paste copied IDs or drag-select IDs from an Excel column; they will automatically be pasted as space-separated values.
For text-type fields, AND / OR / NOT / EQUAL conditions are available.
For Option-type fields, AND / OR / NOT conditions are available.
For Number-type and Age-type fields, ranges can be specified.
For Date-type and Date-Time-type fields, preset options such as “Today”, “This Month”, and “Past 3 Days” are available.
To specify an exact date, select “Fixed Value Input”.
Keyword Search
The following field types are searched by Keyword Search. Full-width / half-width, uppercase / lowercase, and hiragana / katakana differences are ignored.
- Mail-type, Telephone-type, URL-type, Multi-Line-Text-type, Single-Line-Text-type fields
- Attachments (only text within files is searched; file names are not searched)
You can use the "+ Add keyword" button to add up to three input boxes.
As with other fields, the three Keyword input boxes function as an AND condition.
This allows for flexible searches that combine AND/OR conditions — for example, specifying a word that must always be included from a Job's required qualifications as an AND condition, while specifying other conditions as OR.
In the image above, the condition is: must include both "B2B" and "Sales", AND must include either "Shibuya" or "Shinjuku", AND must include either "TOEIC" or "TOEFL".
Notes on Keyword Search
- If you search for a Candidate by name using Keyword, entering the name will not return a match. (It will only match if the name happens to appear within a Candidate field or an attached file.)
Since a candidate's name is stored in a Personal-Data field, please search for Candidates by entering the name in the "Personal-Data" field instead.
Likewise, a Keyword search for Jobs cannot search text information in Client fields, such as "Client Name." - If you search using a phone number with the hyphen (-) removed, it will match regardless of whether the number is registered with or without a hyphen. However, if you want to search using a phone number that includes the hyphen (-), please search from the "Telephone" field instead of "Keyword."
- You cannot search using a condition such as "records with an attached file" or "records without an attached file."
As a workaround, consider searching using a character that always appears in the attached files.
Example: Enter "。" and check [Attached Files], then search. → This will match records whose attached files contain "。".
Sort Order
You can specify the search result order using “Sort Order” at the top of the search screen.
The default is “Data Updated Date (Descending)”.
Sorting performed from column headers applies only to displayed records, while Sort Order applies to the entire Search result.
The following field types can be sorted in ascending or descending order:
- Date-type / Date-Time-type
- Number-type / Currency-type
- Age-type
List-View-Side-Menu
A side menu is displayed on the left side of the List View.
Click the “<” button at the top right to collapse it.
For details, see List-View-Side-Menu .
🔍 Review the Search Condition
To modify search conditions after running a search, click “🔍 Review the Search Condition” from the side menu at the top left of the List View.
The search screen opens with the previous conditions retained.
“🔍 Review the Search Condition” is available in two locations; both open the same screen.
*Opening the search screen from the Global-Menu clears all conditions.
Filter by Phase
The search condition side menu on the left side of the List View includes phase checkboxes.
You can check the number of records for each phase and narrow down results as needed.
For example, you can monitor workflow requirements such as keeping “Entry” phase at zero items.
Saved Search Conditions
You can save frequently used search conditions.
Saved Search Conditions can be accessed from the Global-Menu and the List-View-Side-Menu.
Job and Candidate search conditions are also displayed on the TOP screen*.
For details, see here .
*If the New Dashboard is ON, the TOP screen is not displayed.
Process Conditions for Job / Candidate
On the right side of the Job and Candidate search screen, Process conditions are available, allowing you to filter by process phase (e.g., “Jobs with Interview phase processes”).
By default, “Without Completion Flag” is checked, excluding completed processes.
*“Without Completion Flag” and “With Completion Flag” are enabled only when a process phase is selected.
To search for Candidates or Jobs without any processes, select “Does not contain (NOT)” and check all process phases.
Pin Search
Pin icons are available on the List View screens for Client, Job, Candidate, Process, and Activity.
Click the icon to Pin a record; click again to unpin.
Pinned records can be easily searched later.
*Pinned records are stored in the browser cache. Clearing the cache will remove all Pins.
Quick Search Window
The Quick Search Window at the top of each resource List View and the TOP screen* allows you to search without opening the full search screen.
Select a resource on the left, then enter an ID or Free-Word on the right.
*If the New Dashboard is ON, the TOP screen is not displayed.
Process Search: “Related Owner”
This is a unique search condition available only in the Process resource hierarchy.
In the Process search screen, you can search not only by the Process owner, but also by the owners of related Client, Job, and Candidate records.